About this opportunity
KeyCorp lists this Mass Affluent Wealth Planner opportunity in saco, Maine. Review the employer’s description below for duties, qualifications and application requirements.
Job description
KeyCorp is seeking a Private Client Advisor focused on the Mass Affluent client base, delivering investment solutions and comprehensive financial plans. You will partner with Retail Branch Managers and Centers of Influence to grow relationships and uncover full household opportunities.
You will coach branch personnel, coordinate investment product delivery, and drive referrals to cross-sell banking products. Equal emphasis on compliance and client service defines this role.
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Worksite address
saco, ME, 04072, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.